diversified equity strategy fund
... With sales charge (MOP): performance of class A shares with sales charge reflects the reinvestment of all distributions and includes initial maximum sales charge. Certain purchases of Class A shares without a sales charge are subject to CDSC. The CDSC is not reflected in the performance shown. Pleas ...
... With sales charge (MOP): performance of class A shares with sales charge reflects the reinvestment of all distributions and includes initial maximum sales charge. Certain purchases of Class A shares without a sales charge are subject to CDSC. The CDSC is not reflected in the performance shown. Pleas ...
Autarky and Isolationism
... An investment cannot be made directly in a market index. Investing in commodities entails significant risks. Commodity prices may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, ( ...
... An investment cannot be made directly in a market index. Investing in commodities entails significant risks. Commodity prices may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, ( ...
Fact Sheet - Hartford Funds
... Excludes sales charges. If sales charges and taxes had been included, the value would have been lower. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, wh ...
... Excludes sales charges. If sales charges and taxes had been included, the value would have been lower. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, wh ...
December 30, 2011
... recommendations for any individual. To determine which investment(s) may be appropriate for you consult your financial advisor prior to investing. The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successf ...
... recommendations for any individual. To determine which investment(s) may be appropriate for you consult your financial advisor prior to investing. The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successf ...
TIAA-CREF Social Choice Low Carbon Equity Fund
... Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved. The Fund will include only holdings deemed consistent with the applicable Environmental Social Governance (ESG) guidelines. As a result, the universe of investmen ...
... Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved. The Fund will include only holdings deemed consistent with the applicable Environmental Social Governance (ESG) guidelines. As a result, the universe of investmen ...
The Nasdaq-100 Index Option - The New York Stock Exchange
... The exercise-settlement value, NDS, is calculated based on the NASDAQ Official Opening Price (NOOP) for each of the component securities on the last business day before the expiration date (usually a Friday). In the event a component security in the NASDAQ 100 Index does not have a NASDAQ Official O ...
... The exercise-settlement value, NDS, is calculated based on the NASDAQ Official Opening Price (NOOP) for each of the component securities on the last business day before the expiration date (usually a Friday). In the event a component security in the NASDAQ 100 Index does not have a NASDAQ Official O ...
Equities Could See a Setback, But This Bull Market Isn`t Over
... The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy. The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq. The Nasdaq Composite is a ...
... The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy. The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq. The Nasdaq Composite is a ...
Weekly Commentary 10-13-14 PAA
... are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market ...
... are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market ...
FACTSHEET – 05.07.2017 Solactive Panthera World Market
... correctly. Irrespective of its obligations towards the Issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the financial instrument. Neither publication of the Index by Solactive AG nor the ...
... correctly. Irrespective of its obligations towards the Issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the financial instrument. Neither publication of the Index by Solactive AG nor the ...
Victory CEMP US 500 Enhanced Volatility Wtd Index Fund
... Conversely, if rates fall, the value of the fixed income securities generally increases. The Fund is not actively managed and does not, therefore, seek returns in excess of the Index. The Fund’s return may not match the return of the Index. The value of the equity securities in which the Fund invest ...
... Conversely, if rates fall, the value of the fixed income securities generally increases. The Fund is not actively managed and does not, therefore, seek returns in excess of the Index. The Fund’s return may not match the return of the Index. The value of the equity securities in which the Fund invest ...
Sierra Leone
... situation and an often very difficult business environment can have a very significant impact on corporate payment behavior. Corporate default probability is very high. Business Climate rating: D - The business environment is very difficult. Corporate financial information is rarely available and wh ...
... situation and an often very difficult business environment can have a very significant impact on corporate payment behavior. Corporate default probability is very high. Business Climate rating: D - The business environment is very difficult. Corporate financial information is rarely available and wh ...
Set 8 - Matt Will
... It is difficult to track the Market index because the market index… • …pays no taxes • …incurs no transaction costs • …does not experience reinvestment risk ...
... It is difficult to track the Market index because the market index… • …pays no taxes • …incurs no transaction costs • …does not experience reinvestment risk ...
Doll commentary - MidWestOne Investment Services
... All index returns are shown in U.S. dollars. Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. Index returns include reinvestment of income and do not reflect investment advisory and other fees that would reduce performance in an actual cl ...
... All index returns are shown in U.S. dollars. Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. Index returns include reinvestment of income and do not reflect investment advisory and other fees that would reduce performance in an actual cl ...
Low Volatility Equity Fact Sheet
... of more than 1.0, higher volatility than the benchmark. Standard deviation measures how widely a set of values varies from the mean. It is a historical measure of the variability of return earned by an investment portfolio over a defined period. Sharpe ratio is a measure of riskadjusted performance. ...
... of more than 1.0, higher volatility than the benchmark. Standard deviation measures how widely a set of values varies from the mean. It is a historical measure of the variability of return earned by an investment portfolio over a defined period. Sharpe ratio is a measure of riskadjusted performance. ...
Weekly Commentary 12-15-14 PAA
... whether economic growth – in the United States and abroad – will be stifled by changing monetary policy in the United States. As a result, all eyes have been on the Federal Reserve, which is expected to begin raising the Fed funds rates sometime soon. However, the Federal Reserve’s monetary policy i ...
... whether economic growth – in the United States and abroad – will be stifled by changing monetary policy in the United States. As a result, all eyes have been on the Federal Reserve, which is expected to begin raising the Fed funds rates sometime soon. However, the Federal Reserve’s monetary policy i ...
A Case for Active Management - Mawer Investment Management
... higher returns, investors will choose the active strategy, correct? The problem, as Charley Ellis, a legend among index fund investors, recently declared in an interview with CNNMoney, is that “some 80% of [active fund managers] would slightly beat the market, but after fees, their returns end up be ...
... higher returns, investors will choose the active strategy, correct? The problem, as Charley Ellis, a legend among index fund investors, recently declared in an interview with CNNMoney, is that “some 80% of [active fund managers] would slightly beat the market, but after fees, their returns end up be ...
Martial law`s end may spur foreign flows
... Martial law's end may spur foreign flows The revocation of martial law is likely to attract foreign funds as the investment climate improves, says CLSA Securities (Thailand). "The lifting of martial law should significantly improve tourism, which is one of most important sectors in the country," man ...
... Martial law's end may spur foreign flows The revocation of martial law is likely to attract foreign funds as the investment climate improves, says CLSA Securities (Thailand). "The lifting of martial law should significantly improve tourism, which is one of most important sectors in the country," man ...
rlp/blackrock aquila over 5 years index linked gilt
... The Fund Volatility figure shown is the annualised standard deviation of he monthly returns on the fund over a 3 year time period to 31.12.2014. Standard deviation is a measure of the spread of monthly returns around the average (mean) return. A higher volatility figure indicates that the fund has p ...
... The Fund Volatility figure shown is the annualised standard deviation of he monthly returns on the fund over a 3 year time period to 31.12.2014. Standard deviation is a measure of the spread of monthly returns around the average (mean) return. A higher volatility figure indicates that the fund has p ...
Vanguard Energy Index Fund
... Connect with Vanguard ® > vanguard.com Plain talk about risk An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the fluctuations of the overall stock market. The fund’s performan ...
... Connect with Vanguard ® > vanguard.com Plain talk about risk An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the fluctuations of the overall stock market. The fund’s performan ...
Weekly Commentary 07-05-11 PAA
... particular point in time and is not intended to be a forecast of future events, or a guarantee of future results. Statements regarding future prospects may not be realized and may differ materially from actual events or results. Neither the information presented nor any opinion expressed constitutes ...
... particular point in time and is not intended to be a forecast of future events, or a guarantee of future results. Statements regarding future prospects may not be realized and may differ materially from actual events or results. Neither the information presented nor any opinion expressed constitutes ...
NAF Investor Report - June 2015
... volatility. The effects of the Russian–Ukraine impasse, Greece’s potential default, China’s margin-fueled bear market and volatility in the price of oil have provided no shortage of challenges to worldwide economic performance. • The advanced economies such as the U.S. and UK performed better durin ...
... volatility. The effects of the Russian–Ukraine impasse, Greece’s potential default, China’s margin-fueled bear market and volatility in the price of oil have provided no shortage of challenges to worldwide economic performance. • The advanced economies such as the U.S. and UK performed better durin ...
Weekly Commentary 08-27-12 PAA
... Last week, the U.S stock market hit an intra-day four-year high, but it couldn’t hold the gain and closed slightly lower for the week, according to MarketWatch. As usual, news flow from Europe and the Federal Reserve helped move prices. While we often look at the broad market indexes to gauge progre ...
... Last week, the U.S stock market hit an intra-day four-year high, but it couldn’t hold the gain and closed slightly lower for the week, according to MarketWatch. As usual, news flow from Europe and the Federal Reserve helped move prices. While we often look at the broad market indexes to gauge progre ...
Weekly Commentary 04-17-17
... * Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor ...
... * Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor ...
IPKW - PowerShares International BuyBack Achievers Portfolio fact
... returns are based on the midpoint of the bid/ask spread at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times. Fund performance reflects fee waivers, absent which, performance data quoted would have been lower. 3-Year Index Statistics NASDAQ Int ...
... returns are based on the midpoint of the bid/ask spread at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times. Fund performance reflects fee waivers, absent which, performance data quoted would have been lower. 3-Year Index Statistics NASDAQ Int ...